Is Symbotic Stock a Good Investment?
Symbotic Investment Advice | SYM |
- Examine Symbotic's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Symbotic's leadership team and their track record. Good management can help Symbotic navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Industrial Machinery & Supplies & Components space and any emerging trends that could impact Symbotic's business and its evolving consumer preferences.
- Compare Symbotic's performance and market position to its competitors. Analyze how Symbotic is positioned in terms of product offerings, innovation, and market share.
- Check if Symbotic pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Symbotic's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Symbotic stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Symbotic is a good investment.
Sell | Buy |
Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Symbotic Stock
Researching Symbotic's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 17.0% of the company outstanding shares are owned by corporate insiders. The company recorded a loss per share of 0.08. Symbotic had not issued any dividends in recent years. The entity had a split on the 1st of December 2004.
To determine if Symbotic is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Symbotic's research are outlined below:
| Symbotic is way too risky over 90 days horizon | |
| Symbotic appears to be risky and price may revert if volatility continues | |
| The company reported the last year's revenue of 1.82 B. Reported Net Loss for the year was (50.61 M) with profit before taxes, overhead, and interest of 99.65 M. | |
| Symbotic has about 353.46 M in cash with (58.08 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 6.12. | |
| Symbotic has a poor financial position based on the latest SEC disclosures | |
| Over 86.0% of the company shares are owned by institutional investors | |
| Latest headline from investing.com: KeyBanc raises Symbotic price target to 48, keeps Overweight rating |
Symbotic uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Symbotic. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Symbotic's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 5th of February 2024 Upcoming Quarterly Report | View | |
| 6th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 18th of November 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of September 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Symbotic's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Symbotic's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-07-31 | 2023-06-30 | -0.06 | -0.07 | -0.01 | 16 | ||
2022-05-13 | 2022-03-31 | -0.06 | -0.07 | -0.01 | 16 | ||
2024-05-06 | 2024-03-31 | -0.05 | -0.07 | -0.02 | 40 | ||
2023-01-30 | 2022-12-31 | -0.06 | -0.09 | -0.03 | 50 | ||
2024-02-05 | 2023-12-31 | -0.06 | -0.02 | 0.04 | 66 | ||
2023-11-20 | 2023-09-30 | -0.12 | -0.08 | 0.04 | 33 | ||
2024-07-29 | 2024-06-30 | 0.03 | -0.02 | -0.05 | 166 | ||
2022-11-21 | 2022-09-30 | -0.04 | -0.1 | -0.06 | 150 |
Know Symbotic's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Symbotic is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Symbotic backward and forwards among themselves. Symbotic's institutional investor refers to the entity that pools money to purchase Symbotic's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 903.7 K | Zevenbergen Capital Investments Llc | 2024-09-30 | 788.1 K | Raymond James & Associates | 2024-09-30 | 609 K | Adage Capital Partners Gp Llc | 2024-06-30 | 598 K | Exchange Traded Concepts, Llc | 2024-06-30 | 494.3 K | Geode Capital Management, Llc | 2024-06-30 | 457 K | S Squared Technology, Llc | 2024-09-30 | 450 K | Tcw Group Inc | 2024-06-30 | 381.2 K | Axa Sa | 2024-06-30 | 380.2 K | Softbank Group Corp | 2024-06-30 | 39.8 M | Baillie Gifford & Co Limited. | 2024-09-30 | 14.1 M |
Symbotic's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 21.28 B.Market Cap |
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Symbotic's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | (10.17) | (9.66) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (334.71) | (317.97) |
Determining Symbotic's profitability involves analyzing its financial statements and using various financial metrics to determine if Symbotic is a good buy. For example, gross profit margin measures Symbotic's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Symbotic's profitability and make more informed investment decisions.
Symbotic's Earnings Breakdown by Geography
Evaluate Symbotic's management efficiency
Symbotic has Return on Asset of (0.0508) % which means that on every $100 spent on assets, it lost $0.0508. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.5664) %, meaning that it generated no profit with money invested by stockholders. Symbotic's management efficiency ratios could be used to measure how well Symbotic manages its routine affairs as well as how well it operates its assets and liabilities. As of the 22nd of November 2024, Return On Tangible Assets is likely to drop to -0.02. In addition to that, Return On Capital Employed is likely to grow to -9.66. At this time, Symbotic's Total Assets are very stable compared to the past year. As of the 22nd of November 2024, Net Tangible Assets is likely to grow to about 7.9 M, while Other Current Assets are likely to drop about 86.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | (0.04) | (0.04) | |
| Tangible Book Value Per Share | (0.04) | (0.04) | |
| Enterprise Value Over EBITDA | (10.79) | (10.25) | |
| Price Book Value Ratio | 23.6 K | 24.8 K | |
| Price Fair Value | 23.6 K | 24.8 K | |
| Enterprise Value Multiple | (10.79) | (10.25) | |
| Enterprise Value | 1.7 B | 1.8 B |
The strategic vision of Symbotic management plays a critical role in its financial performance. By evaluating this vision, we provide insights into the stock's growth potential.
Beta 1.813 |
Basic technical analysis of Symbotic Stock
As of the 22nd of November, Symbotic has the Risk Adjusted Performance of 0.1098, semi deviation of 4.01, and Coefficient Of Variation of 745.19. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Symbotic, as well as the relationship between them. Please validate Symbotic standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Symbotic is priced more or less accurately, providing market reflects its prevalent price of 36.27 per share. Given that Symbotic has jensen alpha of 0.586, we advise you to double-check Symbotic's current market performance to make sure the company can sustain itself at a future point.Symbotic's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Symbotic insiders, such as employees or executives, is commonly permitted as long as it does not rely on Symbotic's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Symbotic insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Symbotic's Outstanding Corporate Bonds
Symbotic issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Symbotic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Symbotic bonds can be classified according to their maturity, which is the date when Symbotic has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| NortonLifeLock 5 percent Corp BondUS871503AU26 | View | |
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US87157DAG43 Corp BondUS87157DAG43 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Symbotic's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Symbotic's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1098 | |||
| Market Risk Adjusted Performance | 0.3366 | |||
| Mean Deviation | 4.07 | |||
| Semi Deviation | 4.01 | |||
| Downside Deviation | 4.74 | |||
| Coefficient Of Variation | 745.19 | |||
| Standard Deviation | 5.99 | |||
| Variance | 35.86 | |||
| Information Ratio | 0.1183 | |||
| Jensen Alpha | 0.586 | |||
| Total Risk Alpha | 0.1146 | |||
| Sortino Ratio | 0.1494 | |||
| Treynor Ratio | 0.3266 | |||
| Maximum Drawdown | 26.62 | |||
| Value At Risk | (6.95) | |||
| Potential Upside | 8.8 | |||
| Downside Variance | 22.45 | |||
| Semi Variance | 16.05 | |||
| Expected Short fall | (4.33) | |||
| Skewness | 1.67 | |||
| Kurtosis | 5.95 |
| Risk Adjusted Performance | 0.1098 | |||
| Market Risk Adjusted Performance | 0.3366 | |||
| Mean Deviation | 4.07 | |||
| Semi Deviation | 4.01 | |||
| Downside Deviation | 4.74 | |||
| Coefficient Of Variation | 745.19 | |||
| Standard Deviation | 5.99 | |||
| Variance | 35.86 | |||
| Information Ratio | 0.1183 | |||
| Jensen Alpha | 0.586 | |||
| Total Risk Alpha | 0.1146 | |||
| Sortino Ratio | 0.1494 | |||
| Treynor Ratio | 0.3266 | |||
| Maximum Drawdown | 26.62 | |||
| Value At Risk | (6.95) | |||
| Potential Upside | 8.8 | |||
| Downside Variance | 22.45 | |||
| Semi Variance | 16.05 | |||
| Expected Short fall | (4.33) | |||
| Skewness | 1.67 | |||
| Kurtosis | 5.95 |
Consider Symbotic's intraday indicators
Symbotic intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Symbotic stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Symbotic Corporate Filings
8K | 18th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 6th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 5th of November 2024 Other Reports | ViewVerify | |
10Q | 31st of July 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Symbotic Stock media impact
Far too much social signal, news, headlines, and media speculation about Symbotic that are available to investors today. That information is available publicly through Symbotic media outlets and privately through word of mouth or via Symbotic internal channels. However, regardless of the origin, that massive amount of Symbotic data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Symbotic news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Symbotic relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Symbotic's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Symbotic alpha.
Symbotic Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Symbotic can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Symbotic Historical Investor Sentiment
Investor biases related to Symbotic's public news can be used to forecast risks associated with an investment in Symbotic. The trend in average sentiment can be used to explain how an investor holding Symbotic can time the market purely based on public headlines and social activities around Symbotic. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Symbotic's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Symbotic and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Symbotic news discussions. The higher the estimate score, the more favorable the investor's outlook on Symbotic.
Symbotic Corporate Management
| Corey DuFresne | General VP | Profile | |
| Richard Cohen | Chairman CEO | Profile | |
| Miriam Ort | Chief Officer | Profile | |
| Santhosh Daniel | Controller VP | Profile | |
| Rob Krattiger | Senior Performance | Profile | |
| Michael Dunn | Marketing Sales | Profile | |
| George Dramalis | Chief Officer | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in manufacturing. To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Is Industrial Machinery & Supplies & Components space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Symbotic. If investors know Symbotic will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Symbotic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.08) | Revenue Per Share 18.861 | Quarterly Revenue Growth 0.577 | Return On Assets (0.05) | Return On Equity (0.57) |
The market value of Symbotic is measured differently than its book value, which is the value of Symbotic that is recorded on the company's balance sheet. Investors also form their own opinion of Symbotic's value that differs from its market value or its book value, called intrinsic value, which is Symbotic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Symbotic's market value can be influenced by many factors that don't directly affect Symbotic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Symbotic's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Symbotic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Symbotic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.